Wes Moss Featured in MarketWatch

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Recently, Wes Moss was featured in a MarketWatch article on the most overlooked threat to retirement success. Read the excerpted section of the article below.

“Maintaining discipline is key to a successful and happy retirement,” — Wesley Moss, CFP, Managing Partner and Chief Investment Strategist at Capital Investment Advisors

“While there’s no one-size-fits-all approach to retirement, the best advice I have is to create a plan and stick to it. Every family and retirement situation is unique and what separates successful retirees from struggling ones is having a plan to help them navigate retirement. It’s critical to understand your income sources and expenses, and building a plan can help retirees have flexibility for the market downturns and surprise needs. Maintaining discipline is key to a successful and happy retirement.”

The full article can be found on MarketWatch.

This information is provided to you as a resource for informational purposes only and is not to be viewed as investment advice or recommendations. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. There will be periods of performance fluctuations, including periods of negative returns and periods where dividends will not be paid. Past performance is not indicative of future results when considering any investment vehicle. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. There are many aspects and criteria that must be examined and considered before investing. Investment decisions should not be made solely based on information contained in this article. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions. The information contained in the article is strictly an opinion and it is not known whether the strategies will be successful. The views and opinions expressed are for educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions

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